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Novus Advisors

Latest statistics and disclosures from Novus Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, XLSR, SPDW, SPLG, SPEM, and represent 42.24% of Novus Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL, SPDW, SPSM, CERY, SPEM, JNK, IVE, DYNF, IEMG, SRLN.
Started 2 new stock positions in BIL, IVE.
Reduced shares in these 10 stocks: MSFT, NVDA, FISR, BND, SPAB, AMZN, VIG, QQQ, , .
Sold out of its positions in GOOG, AAPL, COST, FTCS, FDN, UDEC, UAUG, QQQ, SPLV, IWR.
Novus Advisors was a net seller of stock by $-24M.
Novus Advisors has $44M in assets under management (AUM), dropping by -33.56%.
Central Index Key (CIK): 0002042508

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Portfolio Holdings for Novus Advisors

Novus Advisors holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	14.0	$6.1M	-4%	9.2k	666.23	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	7.8	$3.4M		57k	59.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.6	$3.3M	+34%	77k	42.79	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	6.8	$3.0M	-12%	38k	78.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.0	$2.6M	+20%	56k	46.81	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	3.9	$1.7M	+83%	36k	46.32	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	3.6	$1.6M	-54%	61k	26.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$1.4M	-9%	2.0k	669.13	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	3.1	$1.3M	+93%	47k	28.65	View chart
Spdr Series Trust Bloomberg High Y (JNK)	2.7	$1.2M	+54%	12k	97.99	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	2.7	$1.2M	+3%	25k	45.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$1.0M		12k	87.31	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.3	$991k	NEW	11k	91.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.0	$878k	-6%	37k	23.47	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	1.9	$812k	+4%	32k	25.19	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$812k	-13%	2.3k	355.47	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.9	$809k		14k	57.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$750k	-14%	3.9k	194.50	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$739k	-11%	16k	46.71	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.7	$734k	+6%	18k	41.58	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.6	$703k		18k	40.18	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	1.4	$592k	+3%	31k	19.29	View chart
Union Pacific Corporation (UNP)	1.3	$582k		2.5k	236.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$579k	-12%	1.2k	468.41	View chart
Exxon Mobil Corporation (XOM)	1.1	$472k	-12%	4.2k	112.75	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$471k	-7%	4.9k	95.15	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$462k	+5%	6.8k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$449k	+18%	7.6k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$445k	-29%	3.7k	120.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$440k	-43%	719.00	612.38	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	1.0	$422k	+5%	20k	21.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$352k	-23%	3.1k	113.88	View chart
Amazon (AMZN)	0.7	$316k	-81%	1.4k	219.57	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$313k		3.6k	87.03	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$281k	+25%	4.3k	65.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$275k	-19%	12k	23.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$275k	NEW	1.3k	206.51	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.6	$270k	-22%	8.0k	33.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$261k	-42%	887.00	293.74	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$245k	-85%	9.5k	25.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$240k	-18%	942.00	254.28	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$231k		2.2k	106.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$219k	-22%	1.1k	195.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$214k	-26%	1.5k	145.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$201k	-22%	1.1k	186.49	View chart

Past Filings by Novus Advisors

SEC 13F filings are viewable for Novus Advisors going back to 2024

Novus Advisors 2025 Q3 filed Nov. 13, 2025
Novus Advisors 2025 Q2 filed Aug. 14, 2025
Novus Advisors 2025 Q1 filed May 9, 2025
Novus Advisors 2024 Q4 filed Feb. 7, 2025

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